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Creating regulatory compliance solutions for EDGAR, FERC, and municipal filers.

GoFiler
Meet the GoFiler Suite

Streamline financial reporting to the SEC’s EDGAR system with compliance software that fits your organization. The GoFiler Suite is the most advanced, flexible, and cost-effective software on the market that can satisfy your compliance needs.

XBRLworks
Compliance for Utilities

Introducing XBRLworks, our cloud solution for transmitting periodic reports to the FERC eForms system. This easy-to-use tool offers simple compliance in a secure, collaborative environment at a fraction of the cost.

About the FDTA
The Financial Data Transparency Act

Changes are coming for governments and governmental entities with the passage of the FDTA. Continuing disclosures, including ACFR reporting, will be moving to a new open data standard. Learn more about what this could mean for you.

 

SEC Announces Exemption From Exchange Act Rule 13f-2 and Related Form SHO

 

On February 7th, the SEC provided a temporary exemption from both compliance with Rule 13f-2 under the Securities Exchange Act and reporting on Form SHO. As a result of the exemption, filings on initial Form SHO reports from institutional investment managers that meet or exceed certain specified thresholds will be due by February 17, 2026, for the January 2026 reporting period. The effective date for Rule 13f-2 and Form SHO was January 2, 2024, and the compliance date for the rule and form was January 2, 2025, with initial Form SHO filings originally due by February 14, 2025.

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Posted: February 10, 2025 4:18 pm by LeAnn Dey in SEC, EDGAR News

XBRL US to Host Webinar to Promote Readiness for New EDGAR Next Filer Management Dashboard

February 10, 2025 1:24 pm – XBRL US will host a webinar to prepare filers to use the SEC’s new EDGAR Filer Management dashboard on March 5, 2025. [...]

SEC’s Small Business Capital Formation Advisory Committee to Hold Open Meeting

February 7, 2025 4:43 pm – The SEC’s Small Business Capital Formation Advisory Committee will hold an open meeting via webcast on sec.gov on February 25, 2025. [...]

Federal Reserve Financial Services to Adopt New Filing Fee Fedwire Payment Format in EDGAR

February 7, 2025 1:36 pm – The Federal Reserve Financial Services (FRFS) will adopt the ISO 20022 message format for the Fedwire Funds Service on March 10, 2025 in a single-day launch. [...]